KAS
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Kestra Advisory Services’s XP XP Stock Holding History

Kestra Advisory Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,854
Closed -$235K – 2914
2024
Q4 		$235K Buy
19,854
+441
+2% +$6.94K ﹤0.01% 2392
2024
Q3 		$348K Sell
19,413
-1,585
-8% -$28.9K ﹤0.01% 2005
2024
Q2 		$369K Buy
20,998
+414
+2% +$8.55K ﹤0.01% 1987
2024
Q1 		$528K Buy
20,584
+5,153
+33% +$129K ﹤0.01% 1628
2023
Q4 		$402K Sell
15,431
-1,025
-6% -$23.4K ﹤0.01% 1659
2023
Q3 		$379K Buy
16,456
+5,561
+51% +$139K ﹤0.01% 1522
2023
Q2 		$256K Buy
+10,895
New +$185K ﹤0.01% 1741

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kestra Advisory Services's XP Position: Q1 2025 in Review

Kestra Advisory Services sold out of XP (XP) in Q1 2025, closing a stake of 19,854 shares — an estimated $235K sold.

Kestra Advisory Services first reported a position in XP in Q2 2023 and held it in 7 quarters. The position peaked at $528K in Q1 2024. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Kestra Advisory Services reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 19,854 XP shares in Q1 2025, an estimated $235K.
  • Kestra Advisory Services first reported a position in XP in Q2 2023 and held it in 7 quarters.
  • Kestra Advisory Services's XP position peaked at $528K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.